Skip to content
Disclosery

Callan Capital, LLC: FNDX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Callan Capital, LLC on FNDX, newest first. How the timeline and the estimate are built.

Callan Capital, LLC held 3,755,197 FNDX shares at 2025-03-31 per its 13F-HR filed 2025-04-29.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 3,755,197 shares
    Change vs previous 13F +34,460 shares

    6.56% of the 13F portfolio, value $88,660,194.

    13F-HR 0001542166-25-000005 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-12-31
    13F 3,720,737 shares
    Change vs previous 13F +2,502,026 shares

    6.44% of the 13F portfolio, value $88,107,056.

    13F-HR 0001542166-25-000003 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-09-30
    13F 1,218,711 shares
    Change vs previous 13F +5,216 shares

    6.11% of the 13F portfolio, value $87,454,675.

    13F-HR 0001542166-24-000015 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-06-30
    13F/A 1,213,495 shares
    Change vs previous 13F +29,704 shares

    6.69% of the 13F portfolio, value $81,279,919.

    13F-HR/A 0001542166-24-000013 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-03-31
    13F/A 1,183,791 shares
    Change vs previous 13F -25,283 shares

    7.01% of the 13F portfolio, value $79,775,652.

    13F-HR/A 0001542166-24-000011 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-12-31
    13F 1,209,074 shares
    Change vs previous 13F +114,327 shares

    7.07% of the 13F portfolio, value $74,890,023.

    13F-HR 0001542166-24-000003 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-09-30
    13F 1,094,747 shares
    Change vs previous 13F +154,470 shares

    6.56% of the 13F portfolio, value $61,272,995.

    13F-HR 0001542166-23-000013 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-06-30
    13F 940,277 shares
    Change vs previous 13F not available

    5.99% of the 13F portfolio, value $54,131,754.

    13F-HR 0001542166-23-000011 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).